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M
MMK48
May 5, 2025
Question

limited account access

  • May 5, 2025
  • 1 reply
  • 0 views

Hi, i just added my Chase Credit Card to The Bank Feed Center. But for whatever reason i wasn't able to perform anything from that account. whatever transaction i tried to confirm, add etc. a pop up came up "You do not have access to perform this action. To complete this, request for access from your Primary Admin"

the strange thing is that I'm the company owner, I'm logged in as administrator (owner) and I'm the only one having access to this account. does anyone have any ide what that's all about, and if anything could be done to fix it?

 

1 reply

S
SheandL
May 5, 2025

The prompt message occurs if you use an Intuit email without primary admin access, or if you've logged out to your company file, MMK48. Let's work together to resolve this.

 

Firstly, please log into your Intuit Account to check if you're using the primary admin email. Using any other email to sign in or if the email used isn't listed as the primary admin will trigger the error message.

 

If you've ensured that you're using the correct one, let's check if you're signed into your QuickBooks Desktop company file. Please know that being signed into your CAMPS but out of your company file can result in an error message.

 

To check if you've signed out of your company file, follow the steps below:

 

  1. Open your QuickBooks account.
  2. Press F2 to open the Product Information window.
  3. Find the Intuit Account Information.
  4. Check if the Primary admin sign-in status is Signed out.

 

For reference, please see the screenshot below:

 

 

If the status says Signed out, please log in to your company file with the correct email address. To do so, please follow the steps below:

 

  1. Open your QuickBooks account.
  2. Go to Company, then My Company.
  3. Click the Sign In option.
  4. Select Admin, then click Continue.
  5. Once done, log in to your correct Intuit account.

 

For reference, please see the screenshot below:

 

 

On the other hand, if you've done all the steps mentioned and the issue persists, I recommend contacting our live support team. They have the necessary tools and expertise to determine the cause of this matter and provide proper guidance on resolving this.  

 

If you have two company files and want to manage them simultaneously, here's an article that will help you: Open and use a secondary company file in QuickBooks Desktop.

 

If you have any questions or concerns about account roles and access in QuickBooks, please feel free to use the Reply button. The Community forum is available to assist you.

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